Description
For stock management, the company may define multiple warehouses. Thereby you will always know the stock existent in each warehouse and you can filter reports properly. You can also make transfers between warehouses.
How to view a stock status
The stock status is automatically created according to the documents existing in the program.
1. Browse Stocks - Stock Status
2. You will see a list of items that presents the stock status
3. Select an item and press Open to view it
4. You will see the following fields :
1. ItemId - the item for which you want to create the stock status
2. Location - the warehouse where the items is situated
3. Stock - the item quantity
4. Wait - the item quantity that the company is waiting for from her supplier
5. Reserved - the item quantity that the company has reserevd for her customer
Press OK to save.
How to add a stock operation
1. Browse Stocks - Stock Operation
2. Select from the opened window the item or the number of the document you want to view and then press OK
3. You will see all the stock operations specific for the item or number of the document selected
4. Press Add to add a stock operation
5. Fill in the fields :
1. ItemId - the item name
2. Location - the warehouse where the item is situated
3. Partner - the partner name
4. Description - enter a description referring to the partner
5. Doc Number - is a unique identification number
6. Doc Date - the date when the operation was done
7. Doc Type -
8. DocumentId -
9. Doc Line
10. InputTypeId -
11. InputLineId -
12. ReturnTypeId -
13. ReturnLineId -
14. Qty In -
15. Qty Fifo -
16. CostIn -
17. Price In -
18. Qty Out -
19. Qty Out2 -
20. Cost Out -
21. Price Out -
How to create a stock inventory
Warehouse inventory is used for becoming aware of the existence and status of the company’s patrimony ( materials, goods, products ) and for comparing the data with reality.
The inventory stock of a deposit represent the acceptance of a particular stock on the inventory date, regardless of the content of invoices and notices before that date. Thus, after the inventory, even if they are introduced documents previous to the inventory, they will have no effect on the stock.
The inventory is necessary to introduce an initial stock of goods from which it will start with a the company’s factual stock at the baseline in working with the program.
1. Browse Stocks - Stock Inventory
2. Browse Actions - Create inventory
3. Enter the date of the inventory
4. Fill in the fields :
1. Date – is automatically completed with the date you first entered as inventory date
2. Location – select the warehouse were the inventory is done
3. ItemId – select the item for which the inventory is done
4. Stock – enter the item quantity
5. Cost Price, Sell price – enter the cost price and sell price for the specific item
How to view a specific stock inventory
1. Browse Stocks - Stock Inventory
2. A list of item representing the last inventory will appear
3. If you want to view another inventory, browse Actions - Open inventory
4. Enter the date of the inventory you want to see and press OK
How to delete a specific stock inventory
1. Browse Stocks - Stock Inventory
2. A list of item representing the last inventory will appear
3. Browse Actions - Delete inventory
4. Enter the date of the inventory you want to delete and press OK
5. The inventory specified will no longer be available
How to operate a inventory as an initial stock
Operating an inventory as a initial stock is available only for a single inventory, the initial one.
The initial inventory date must be chosen as a date preceding the date on which the documents will be entered in the program.
1. Browse Stocks - Stock Inventory
2. A list of item representing the last inventory will appear
3. Browse Actions - Operate as initial stock
4. Select the date of the inventory you want to operate as an initial stock and press OK
Reoperating the inventory as an initial stock will lead to cancellation of the operated stocks by the documents whose date are earlier then the inventory date. Instead, the documents operated after the inventory will be reoperated in the stock.
If you find mistakes in the initial inventory or you want to change it, you can operated it as initial stock.
The documents created at a later date than the initial inventory date will not be affected by the operation of the inventory as initial stock, but they will also be operated automatically in the stock.
How to do a cost processing
1. Browse Stocks - Cost Processing
2. You will see the following form :
1. From - select the period in which you choose to do the cost processing
2. Item - select the item for which you choose to do the cost processing
3. Press Process if you want to unload process
4. Pres Verify if you want to check the stock
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